Kellton Tech Solutions Limited — Investor Meet, 05-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Kelton Tech Solutions reported FY25 revenue of Rs. 1,100 Cr, up 11.7% YoY, with EBITDA at Rs. 129 Cr (11.8% margin) and PAT of Rs. 80 Cr (7.3% margin). Q4 revenue grew 15.7% YoY to Rs. 287 Cr, with EBITDA and PAT margins at 10.5% and 6.7%, respectively. They added nine clients across AI, SAP consulting, HR tech, and digital IP management.

Operational wins include SAP S/4HANA rollout for 21 global entities, AI-powered fuel tracking, IoT monitoring of 75 well heads, and zero-downtime cloud migration for a 33 million user OTT platform.

Management is focused on AI-driven digital transformation, aiming for $200 million revenue in 2-3 years via AI, industry solutions, and tech partnerships. Margin dips reflect AI investments and wage hikes, with improvement expected. Fundraising will back working capital and strategic AI acquisitions. The tone is confident, highlighting growth inflection through innovation and efficiency.